Purchases and Sales Made in Q1 2022 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 04, 2022
Q1 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
8.78K+ 37.77% |
$3.67M - $4.21M
|
32K
$19.4M
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
8.73KNew |
$3.65M - $4.19M
|
8.73K
$5.28M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
8.72K+ 81.51% |
$3.65M - $4.19M
|
19.4K
$11.8M
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
8.65K+ 6.43% |
$3.62M - $4.15M
|
143K
$86.7M
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
8.49K+ 6.97% |
$3.55M - $4.08M
|
130K
$78.9M
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
8.45K+ 5.25% |
$3.53M - $4.05M
|
169K
$102M
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
8.42K+ 50.92% |
$3.52M - $4.04M
|
25K
$15.1M
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
8.39K+ 27.17% |
$3.51M - $4.03M
|
39.3K
$23.8M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.35K+ 7.86% |
$3.49M - $4.01M
|
115K
$69.4M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.33K+ 9.2% |
$3.48M - $3.99M
|
98.8K
$59.8M
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
8.25K+ 89.56% |
$3.45M - $3.96M
|
17.5K
$10.6M
|
|
May 13, 2022
Q1 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
8.24K+ 378.46% |
$3.44M - $3.95M
|
10.4K
$6.3M
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
8.24K+ 3.16% |
$3.44M - $3.95M
|
269K
$163M
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.23K+ 4.88% |
$3.44M - $3.95M
|
177K
$107M
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.22KNew |
$3.44M - $3.94M
|
8.22K
$4.97M
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
8.1K+ 7.46% |
$3.39M - $3.89M
|
117K
$70.6M
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
8.1K+ 7.5% |
$3.39M - $3.89M
|
116K
$70.2M
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
8.09K+ 67.23% |
$3.38M - $3.88M
|
20.1K
$12.2M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.05K+ 7.08% |
$3.36M - $3.86M
|
122K
$73.7M
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
8.02K+ 8.72% |
$3.35M - $3.85M
|
100K
$60.5M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.01K+ 8.14% |
$3.35M - $3.84M
|
106K
$64.3M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.98K+ 6.21% |
$3.34M - $3.83M
|
137K
$82.6M
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
7.9K+ 28.14% |
$3.3M - $3.79M
|
36K
$21.8M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.89K+ 210.03% |
$3.3M - $3.79M
|
11.7K
$7.05M
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
7.89K+ 28.37% |
$3.3M - $3.79M
|
35.7K
$21.6M
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
BUY
|
- |
7.85K+ 9.54% |
$3.28M - $3.76M
|
90.1K
$54.5M
|
|
May 03, 2022
Q1 2022
|
Bank Of Finland
|
BUY
|
- |
7.79K+ 0.33% |
$3.26M - $3.74M
|
2.4M
$1.45B
|
|
May 12, 2022
Q1 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
7.78K+ 17.73% |
$3.25M - $3.73M
|
51.6K
$31.2M
|
|
Apr 13, 2022
Q1 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
7.74K+ 7.76% |
$3.23M - $3.71M
|
107K
$65M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.69K+ 3.56% |
$3.21M - $3.69M
|
224K
$135M
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.58K+ 109.75% |
$3.17M - $3.64M
|
14.5K
$8.76M
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7.49K+ 31.39% |
$3.13M - $3.59M
|
31.3K
$19M
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
BUY
|
- |
7.43K+ 1.01% |
$3.11M - $3.57M
|
745K
$451M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.39K+ 1.02% |
$3.09M - $3.55M
|
733K
$444M
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.31K+ 25.25% |
$3.05M - $3.51M
|
36.2K
$21.9M
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7.27K+ 43.11% |
$3.04M - $3.49M
|
24.1K
$14.6M
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
7.14KNew |
$2.98M - $3.42M
|
7.14K
$4.32M
|
|
Oct 04, 2022
Q1 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
7.09K+ 22.13% |
$2.97M - $3.4M
|
39.2K
$23.7M
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
BUY
|
- |
7.08K+ 5.61% |
$2.96M - $3.39M
|
133K
$80.6M
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6.92K+ 26.26% |
$2.89M - $3.32M
|
33.3K
$20.1M
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.82K+ 5.41% |
$2.85M - $3.27M
|
133K
$80.3M
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.81K+ 200.12% |
$2.85M - $3.27M
|
10.2K
$6.18M
|
|
May 06, 2022
Q1 2022
|
Pembroke Management, LTD
|
BUY
|
- |
6.8K+ 31.7% |
$2.84M - $3.26M
|
28.3K
$17.1M
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
6.71K+ 0.52% |
$2.81M - $3.22M
|
1.31M
$793M
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
BUY
|
- |
6.69K+ 59.59% |
$2.8M - $3.21M
|
17.9K
$10.8M
|
|
May 11, 2022
Q1 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
6.69K+ 8.57% |
$2.8M - $3.21M
|
84.7K
$51.3M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.61K+ 42.99% |
$2.76M - $3.17M
|
22K
$13.3M
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
6.57K+ 2.17% |
$2.75M - $3.15M
|
310K
$187M
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
6.52K+ 44.65% |
$2.72M - $3.13M
|
21.1K
$12.8M
|
|
May 16, 2022
Q1 2022
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
6.5K+ 14.22% |
$2.72M - $3.12M
|
52.2K
$31.6M
|